Broker Check

Services - Pricing

Fees For Our Services 

We recognize each person is at a different point in their financial journey.  Our service fees reflect the different types of engagement we offer.  Our intention is to meet you along this journey with a competitive and transparent pricing structure.  Please read on to learn more about our planning and investment management services and their costs.

Financial Planning

  • Goal Planning & Tracking
  • Retirement Income Planning
  • Estate Planning (In coordination with your attorney)
  • Tax Planning (In coordination with your tax professional)
  • College Education Planning

Asset Management

  • Managed Accounts
  • Stocks & Bonds
  • Mutual Funds & ETFs
  • Alternatives (Durable Income Sources)
  • Insurance Vehicles

Retirement Planning

  • Employer Plan Review
  • Pension Education
  • Pension Estimates
  • Voluntary Retirement Accounts (403(b), 457, 401(k), IRA, Roth)

Planning Services

Our planning services are designed to inspire confidence for you in your financial future.  We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.  Partnering together, we will craft a plan to piece your financial puzzle together.   


         A la carte & hourly consulting available. Pricing may vary based on services needed (information furnished upon request).

         Pension Retirement Application Assistance:  From $300.

         Please refer to firm's ADV Part 2A and the client's agreement for additional platform, strategist or any related fees that may apply.

Asset Management

Our asset management services are offered as a complement to our planning services or as a stand-alone service.  To simplify our pricing, we offer two main structures.  Please read on to learn more about our Brokerage and Advisory services.

Brokerage (Transactional)

  • Pay as you go
  • Commission-based transactions (varies by product)
  • Client approval required for each transaction
  • No ongoing monitoring of investments
  • High client involvement

Advisory (Asset-Based)

  • Ongoing asset-based fee
  • Multiple advisory platform offerings
  • Ongoing investment monitoring and advice
  • Discretionary and non-discretionary accounts
  • Portfolio review (No less than annually)

Are you Ready for Next Steps?

As trusted advisors, our role on your financial journey is to help you understand the options available to you so you can make informed decisions.  Ultimately, our passion is to guide you along your path from where you are today, to where you want to be tomorrow. 


Please click the button below to begin a conversation.

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